PORTFOLIO
PORTFOLIO
Kosciuszko 50
Kosciuszko 50
Description
Aims to outpace inflation and provide investors with moderate capital growth, relatively low volatility, and a steady income stream over rolling 5-year periods
Suits
Investors with a shorter time frame looking to outpace inflation but want stability and prepared to sacrifice some returns to achieve it.
Contains
Equally split between growth assets such as Australian, developed and emerging market shares, real estate and infrastructure and defensive assets such as Australian and global fixed interest and gold.
Former Six Park Investor?
Similar allocation to Conservative Balanced
Description
Aims to outpace inflation and provide investors with moderate capital growth, relatively low volatility, and a steady income stream over rolling 5-year periods
Suits
Investors with a shorter time frame looking to outpace inflation but want stability and prepared to sacrifice some returns to achieve it.
Contains
Equally split between growth assets such as Australian, developed and emerging market shares, real estate and infrastructure and defensive assets such as Australian and global fixed interest and gold.
Former Six Park Investor?
Similar allocation to Conservative Balanced
Portfolio Fee
0.65%
annually
Underlying ETF & Fund Fees
0.22%
annually
PORTFOLIO
PORTFOLIO